See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 3-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,580 | $159,602-92.7% | $150,045-92.3% | $142,382-91.9% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.3%-15.7pp | 80.1%-13.5pp |
| Annual return | 44.53% | 70.24%-25.7pp | 62.55%-18.0pp | 217.08%-172.5pp |
| Employer contribution / active EE | $5,312 | $4,961+7.1% | $4,693+13.2% | $4,299+23.6% |
| Participant deferral / active EE | $8,572 | $8,310+3.2% | $7,997+7.2% | $6,507+31.7% |
| Admin fee / account holder | $6 | $14,846-100.0% | $13,435-100.0% | $12,624-99.9% |